WAKEFIELD ASSET MANAGEMENT, LLLP
CRD #143720 SEC #801-68152 ENGLEWOOD, CO 303-771-0630
SEC Registered
Total AUM
$371.2M
Discretionary
$370.9M
Employees
10
Clients
101
Accounts
580
Firm Details
- Organization Type
- Other (specify) (LIMITED LIABILITY LIMITED PARTNERSHIP (LLLP))
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MANCINI, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| MANCINI, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| MANCINI, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| MANCINI, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| MANCINI, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| MANCINI, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| MANCINI, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| MANCINI, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| WAKEFIELD ASSET MANAGEMENT CORPORATION | DE | GENERAL PARTNER | NA | Control |
| YAEGER, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| YAEGER, JENNIFER, C. | I | FINANCE OFFICER, CHIEF COMPLIANCE OFFICER | NA | |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | E | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | D | Control |
| GERVASINI, GEOFFREY, TODD | I | MANAGING PARTNER, CHIEF INVESTMENT OFFICER | D | Control |
| MARKOVICH, MICHAEL, ANTHONY | I | PARTNER, CHIEF COMPLIANCE OFFICER | C | Control |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A | |
| BRITTAIN, GREGORY, J | I | PARTNER, CHIEF COMPLIANCE OFFICER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
| GERVASINI, GEOFFREY, TODD | I | WAKEFIELD ASSET MANAGEMENT CORPORATION | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (12)
AZ CA CO FL IL LA NE NY PA TX UT VA
Address
7887 EAST BELLEVIEW AVE, SUITE #800ENGLEWOOD, CO 80111
United States
Phone: 303-771-0630